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Create tiered line items and link to deal

Create tiered line items and link to deal

You change a master price line in CRM and need separate tier lines for reporting and billing. Automatically create and attach tiered child line items so deal pricing stays granular same day.

Create tiered line items and link to deal

Overview

When pricing lines require tier breakdowns, manual creation is slow and error-prone; this flow produces the exact child line items and links them to the deal automatically. Your sales ops and account teams get granular pricing rows and billing-ready deals within minutes, reducing rework before the next invoice run.

Create tiered line items and link to deal